See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,021 | $39,798-52.2% | $67,711-71.9% | $59,632-68.1% |
| Participation rate | 28.4% | 57.4%-28.9pp | 67.5%-39.1pp | 68.7%-40.3pp |
| Annual return | -3.15% | 89.94%-93.1pp | 25.41%-28.6pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,003 | $2,335-57.0% | $3,585-72.0% | $3,192-68.6% |
| Admin fee / account holder | $568 | $3,212-82.3% | $4,255-86.7% | $4,297-86.8% |